GRAYSCALE NAMES ETH, SOL, BNB CHAIN AS TOP CLARITY ACT WINNERS
Regulatory clarity also shaped the week's crypto narrative, with asset manager Grayscale identifying Ethereum, Solana, BNB Chain, and Canton Network as potential biggest winners if the CLARITY Act passes . The firm stated that institutional capital will likely move first toward chains with strong activity in tokenized assets, stablecoins, DeFi, and regulated finance.
Ethereum and Solana remain obvious candidates because of their liquidity and developer depth, but Canton stands out for a different reason. It is built specifically for regulated financial institutions and already has links to major firms including DTCC, J.P. Morgan, HSBC, and Visa . The CLARITY Act, which passed the Senate Banking Committee earlier this month, would give the CFTC central regulatory role over digital commodities while preserving SEC authority over tokens that function as securities.
The legislation is widely viewed as a critical catalyst for institutional adoption, with analysts suggesting that a Senate floor vote could trigger immediate moves of $82,000 to $85,000 for Bitcoin . However, the bill's timing remains uncertain as Congress heads toward its May recess.